File application to Restrict Access to a Report

Part of

File Primary and Secondary Applications

This Quick Reference Guide shows how to file an application to Restrict Access to a Report.

 

1. From CMS Portal Home page, click: File on One of My Cases. List of cases display.

 

Note: Only cases user previously filed on or requested access to, display.

 

See Quick Reference Guides:

• View and action case
• Request access to case

 

2. For relevant case, click: File a Subcase. Add Subcase screen displays.

3. To identify filing, type reference in My Reference field.

4. Complete required panels and fields.

 

Panel: Subcase Information

• Filing Type: -
• Sub Case Type: Select:  Restrict access to a Report
• Code / Name: -
• Report:
  • Select relevant option.
  • Note: Click multi-select icon if multiple reports required.
• Restrict Whole Report:
  • Select Yes or No
  • Note: If No, complete additional fields.
• Filed by: Select filing party or type name in Add Filed By panel.
• Representation:
  • Select filing party's legal representation if applicable.
  • To add representation, click:  Add Representation
• Applies to:
  • Select party(s).
  • To add new party, complete Add Applies To (1)
• Add to Related Cases: Select related case(s) if required.

 

5. Is Add New Hearing correct option?

• Yes: Go to next step.
• No: Go to step 7.

 

6. Complete required panels and fields.

 

Panel:  Add Hearing

• Add Hearing:
  • Select: Add New Hearing.
  • Select relevant option from Calendar Assistant.

• Event Location: Change if required.
• Hearing Type: -
• Date & Time: Do not change.
• Duration: Do not change.
• Resources: Select if required.
• Interpreter:
  • Select party requiring interpreter.
  • Note: If additional party(s) require interpreter, click: + Interpreter
• Duration: Type interpreter booking duration.
• Interpreter Language: Select required interpreter language.
• Is gender specific interpreter required? 
  • Select Yes or No.
  • Note: If Yes, select gender.
• Hearing Notes: Type if required.

 

7. Is List with Existing Hearing correct option?

• Yes: Go to next step.
• No: Go to step 10.

 

8. In Add Hearing panel, select: List with Existing Hearing. Related Hearings panel displays.

9. Complete required panels and fields.

 

Panel:  Add hearing

• Related Hearings: Select hearing to list with.
• Resources: Select if required.
• Interpreter:
  • Select party requiring interpreter. 
  • Note: If additional party(s) require interpreter, click: + Interpreter
• Duration: Type interpreter booking duration.
• Interpreter Language: Select required interpreter language.
• Is gender specific interpreter required? 
  • Select Yes or No. 
  • Note: If Yes, select gender.
• Hearing Notes: Type if required

 

10. Select Electronic Signature Consent to consent to affixing your signature to filing.

11. Click: Proceed. Confirmation of Filing screen displays.  

 

Note: Application to Restrict Access to a Report document is generated and can be accessed through My Account screen.  

 

See Quick Reference Guide:  Download document